Configuring Poolly

Steps

1. Turn Poolly on or off, and pick the default widget language (auto, Portuguese or English).
2. Enable or disable the available data tools per role (technician, admin, client portal).
3. Optionally set a model override, a persona addendum and custom knowledge-base notes for your company.
4. Set the per-minute rate limit, enable routing telemetry, and optionally allow confirmed write actions.

Tips

• Replies always mirror the user's question language regardless of the default; the language setting only affects the widget labels and greeting.
• Write actions stay off until you enable them, and even then Poolly only acts after the user confirms.

Related guides

• Poolly, your AI assistant Poolly is the built-in AI assistant available across the Admin panel, the Pool Tech app and the Client Portal. Ask a question in plain language and Poolly answers using your real, live data.
• Email & messaging settings Configure how the platform sends email and text so invoices, reports, reminders and campaigns are delivered reliably.